Private Client Services Advisor — Hybrid + Growth Opportunities

Marsh McLennan Agency; Fargo (ND); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) in Fargo, North Dakota, is seeking a Private Client Services Advisor on the Sales team. You will build relationships with prospective individuals to identify qualified opportunities and recommend insurance solutions while managing executive-level client relationships.

If you have insurance industry experience and a track record in consultative sales, MMA offers a supportive culture, hybrid work arrangements, and opportunities to grow with a global professional

Qualifications

• High school diploma or general education degree.
• 2+ years’ experience and/or training in insurance industry, and exposure to the private client services rating systems.
• 2+ years managing client relationships including face‑to‑face client interactions & meetings.

Responsibilities

• Actively work to build a profitable book of business utilizing MMA resources to identify and close qualified prospects, while meeting or exceeding individual sales goals
• Actively engage in networking and establishing centers of influence
• Participate in ongoing training, education and sales meetings to improve sales skills and enhance industry and product knowledge
• Utilize our MMA Sales Methodology to more effectively engage with prospects and clients
• Coordinate highest levels of client service with the account management team for new business, renewals, mid‑year reviews, and claims/experience reports
• Utilize the Salesforce system to manage the sales process for prospects and clients
• Provide our clients with strong technical advice and risk management consulting services that meet their insurance needs while ensuring compliance with all company policies and regulations

Skills

Insurance industry experience

Private client rating systems

Face-to-face client interactions

Education

Bachelor’s degree in risk management/business

Property & casualty license

Job description

Marsh McLennan Agency (MMA) in Fargo, North Dakota, is seeking a Private Client Services Advisor on the Sales team. You will build relationships with prospective individuals to identify qualified opportunities and recommend insurance solutions while managing executive-level client relationships.

If you have insurance industry experience and a track record in consultative sales, MMA offers a supportive culture, hybrid work arrangements, and opportunities to grow with a global professional